Create Items from Photos (iOS)

Objective

To create items in other project tools from a photo on an iOS mobile device.

Required User Permissions:
- 'Standard' level permissions or higher on the project's Photos AND permissions to create the item in the relevant tool.
Additional Information:
- You can create items for the following tools: Site Diary, Change Events, Correspondence, Incidents, Observations, Snag List, RFI, Daywork Sheets and Tasks.

Tap the Camera tool in the Procore app using an iOS mobile device.
OR
Locate the Photos tool and tap the Create icon. Then tap Take Photo.
Take the photo.
- Take a photo without mark up.
  1. Tap the shutter to take a photo.
- Take a photo with mark up.
  1. Tap the mark up icon to take the photo and immediately mark it up.
  2. Tap the shutter to take a photo.
  3. Mark up the photo.
  4. If you want to save both the original and marked up photo, mark the Save as New Photo option, then tap Save.
    OR
    If you want to only save your marked up photo, clear the Save as New Photo option, then tap Overwrite.
Tap the photo thumbnail to open the recent photos tray.
Tap Select.
Select the photos you are creating an item from.
Tap the Create Item icon.
Select the item you want to create.
Note: 'Standard' level permission is required on the tool where you are creating an item.
Fill in the necessary fields for the item you are creating.
- Change Event
- Correspondence Item
- Site Diary Entry
- Incident
- Observation
- Snag List Item
- RFI
- Daywork Sheet
- Task
Tap Save or Create.
Note: If a workflow is applied to the correspondence item, creating the item automatically triggers the start of the assigned workflow.

Navigate to the project's Photos tool in the Procore app using an iOS mobile device.
Optional: Tap the ellipsis and select the Timeline , Albums, or Map view to change your view.
Note: In the Album view, you can select multiple photos by tapping the album that contains the photos, then tapping Select OR you can select a single photo from the Feed , Timeline , and Map views.
Tap the photo you are creating an item for.
Tap Create Item.
Select the item you want to create.
Note: 'Standard' level permission is required on the tool where you are creating an item.
Fill in the necessary fields for the item you are creating.
Tap Save or Create.
Note: If a workflow is applied to the correspondence item, creating the item automatically triggers the start of the assigned workflow.